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Manager/Partner Track
Ref No.: 17-00307
Location: Pleasanton, California
 CPA –Manager – Partner Track / Pleasanton, CA
VALiNTRY's CPA Division works exclusively in Public Accounting as a premier, nationwide provider of staffing services for Big 4, Large, Mid-size and Small firms. As a result, recent public accounting experience is required.
 
About this Opportunity:
Pleasanton CPA Firm is seeking a high end manager or Sole Proprietor with Public Accounting experience who is looking to transition to the roll of Partner within 2 to 3 years.

Responsibilities:
Applies principles of accounting to analyze financial information and review and prepare financial reports as well as tax returns by performing the following duties:
·  Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions.
·  Analyze financial information detailing assets, liabilities and capital and prepare balance
sheet, profit and loss statements and other reports to summarize and interpret current and projected company financial position.
·  Prepare and review federal, state and local reports and tax returns.
·  Review financial statements prepared by staff.
·  Provide professional judgment to respond to and make recommendations for complex client issues.
·  Supervise, train, and counsel professional staff to improve their overall performance.
·  Work with little supervision from partners.
·  Posses effective communication skills.
  • Perform tax, audit and appeals representation
  • Business Valuation experience
  • Estate planning
  • Expert witness experience helpful but not necessary  
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The duties listed above are representative of the knowledge, skill and/or ability required.
 
Education:
  • Bachelor's degree from an accredited University
  • CPA licensure required
 
Experience:
  • 7 to 10 years' experience performing pro-active tax and accounting duties.
  • Ability to prepare as well as oversee projects from start to finish;
  • Hands on computer skills including QuickBooks, tax program (Lacerte preferred), Engagement Software, Microsoft Office, Adobe Professional, and various other accounting related software;
  • Small business consulting skill set;
  • Strengths in Tax as well as Accounting & Auditing disciplines;
  • Detail oriented with a strong capability of follow-through;
  • Research, comprehend, interpret and apply Tax and Accounting & Auditing laws and rules.
 
Carla Wright
1201 S. Orlando Avenue, Suite 440
Winter Park, FL 32789
T: 941.417.5505 | M: 941.504.3752
E: cwright@VALiNTRY.com
W: VALiNTRY.com
 
As a reminder, we can only represent candidates with recent public accounting experience. Thank you for understanding.